Alternative Investments

Beyond Stocks and Bonds

Our quest for superior risk-adjusted returns relies on a number of advanced techniques and vehicles. If such a strategy is appropriate, we may recommend one or more of the following options to complement or strengthen your portfolio:

Oil and gas investments for income and tax benefits

Venture capital and other private stock offerings for appreciation

Hedging, risk management, and income enhancement strategies utilizing appropriate options, collars, and other derivative instruments in the public and private markets

Alternative investment vehicles accessible exclusively by The Corundum Group clients

By applying the same disciplined approach to these more esoteric investments, and by using them at a level consistent with our clients’ comprehensive portfolio plan, we are able to achieve growth, diversification, and/or income, with equal levels of risk mitigation.

* Investment products are not FDIC insured, not guaranteed by a bank and may lose value.